Signals

UL

1232 in-universe funds with a nonzero position in UL within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#21304
Score / z0.000 / -0.02
Consensus379.19 over 748 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 2,274.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 1,211.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
GQG Partners LLC CIK 0001697233 0.860 102 535.6 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 533.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 379.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 348.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 321.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
FMR LLC CIK 0000315066 0.989 5571 316.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 257.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 254.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 249.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 245.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 237.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 208.5 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 193.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 159.2 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Cullen Capital Management, LLC CIK 0001362535 0.719 208 150.8 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 149.1 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Hamlin Capital Management, LLC CIK 0001277403 0.815 30 139.0 3.4% 2 -0.3 pp +3.4 pp +3.4 pp +3.4 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 139.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 132.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIARY MANAGEMENT INC /WI/ CIK 0000764532 0.570 56 130.7 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 119.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EQUITY INVESTMENT CORP CIK 0001685771 0.623 76 111.1 2.2% 2 -0.3 pp +2.2 pp +2.2 pp +2.2 pp
Saratoga Research & Investment Management CIK 0001477872 0.809 46 106.7 6.1% 2 -0.3 pp +6.1 pp +6.1 pp +6.1 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 104.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 93.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Munich Reinsurance Co Stock Corp in Munich CIK 0002090208 0.476 164 88.6 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 87.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 80.2 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 79.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 78.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 71.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 67.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 61.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 55.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 55.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 52.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 51.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 48.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aristotle Capital Management, LLC CIK 0000860644 0.898 212 46.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 45.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 45.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SATURNA CAPITAL CORP CIK 0001316617 0.899 140 45.3 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 43.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 41.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 41.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
COOKE & BIELER LP CIK 0000024386 0.694 100 40.8 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 37.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 37.0 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 36.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 36.2 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 35.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 35.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 33.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 32.9 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
St. James Investment Company, LLC CIK 0001504492 0.505 24 32.3 5.1% 2 -0.9 pp +5.1 pp +5.1 pp +5.1 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 30.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 27.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 0.653 230 27.4 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 27.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 26.8 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
River Road Asset Management, LLC CIK 0001341401 0.545 175 25.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 25.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 25.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 25.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 24.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 24.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 24.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cardinal Capital Management, Inc. CIK 0001518235 0.719 70 23.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 23.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sustainable Growth Advisers, LP CIK 0001290668 0.854 47 23.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Creative Planning CIK 0001540235 0.979 4196 23.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 22.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 20.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 20.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 19.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 19.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
MAR VISTA INVESTMENT PARTNERS LLC CIK 0001419999 0.594 33 19.7 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 19.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GRANDFIELD & DODD, LLC CIK 0001308016 0.624 217 19.4 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 18.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Cheviot Value Management, LLC CIK 0001427147 0.689 443 18.9 1.9% 2 -0.3 pp +1.9 pp +1.9 pp +1.9 pp
Mariner, LLC CIK 0001373442 0.925 3517 18.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLARK ESTATES INC/NY CIK 0001056466 0.278 90 17.4 4.2% 2 +1.6 pp +4.2 pp +4.2 pp +4.2 pp
Reynders McVeigh Capital Management, LLC CIK 0001455969 0.672 196 17.3 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 17.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 17.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 16.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANAGED ASSET PORTFOLIOS, LLC CIK 0001600999 0.325 51 16.9 2.0% 2 -0.3 pp +2.0 pp +2.0 pp +2.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 16.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital International Investors CIK 0001562230 0.968 446 15.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 15.2 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 14.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INGALLS & SNYDER LLC CIK 0001041885 0.567 467 14.4 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 14.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 13.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 13.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 12.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 12.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ZEVIN ASSET MANAGEMENT LLC CIK 0001394096 0.453 97 12.5 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 12.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 12.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
QV Investors Inc. CIK 0001570253 0.548 68 12.1 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
ProVise Management Group, LLC CIK 0001305707 0.509 282 11.7 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
YACKTMAN ASSET MANAGEMENT LP CIK 0000905567 0.814 74 11.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
M. Kulyk & Associates, LLC CIK 0001842370 0.417 113 11.1 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 11.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 10.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PEAK6 LLC CIK 0001389958 0.149 850 10.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
&PARTNERS CIK 0000107136 0.806 2509 10.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 10.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 10.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Eldred Rock Partners, LLC CIK 0001984180 0.460 29 10.4 2.7% 2 +0.2 pp +2.7 pp +2.7 pp +2.7 pp
Wallace Capital Management Inc. CIK 0001459754 0.837 77 10.3 1.2% 2 -0.3 pp +1.2 pp +1.2 pp +1.2 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 10.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 10.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 10.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 9.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 9.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 9.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 9.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Common Asset Management, LLC CIK 0001409427 0.491 186 9.3 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 8.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keystone Financial Planning, Inc. CIK 0001596906 0.687 39 8.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
LEVIN CAPITAL STRATEGIES, L.P. CIK 0001354821 0.419 256 8.6 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
American Assets Investment Management, LLC CIK 0001389256 0.544 146 8.6 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 8.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 8.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 8.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 8.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 8.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 7.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 7.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northside Capital Management, LLC CIK 0001631052 0.582 187 7.8 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 7.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
One Capital Management, LLC CIK 0001606588 0.779 522 7.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
ROCKLAND TRUST CO CIK 0000084616 0.642 317 7.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 7.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Systematic Alpha Investments, LLC CIK 0001806755 0.793 233 7.5 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 7.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 7.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Windle Wealth, LLC CIK 0001963452 0.422 35 7.2 3.0% 2 -0.5 pp +3.0 pp +3.0 pp +3.0 pp
Destination Wealth Management CIK 0001278573 0.701 325 7.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 7.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 6.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilton Capital Management, LLC CIK 0001541211 0.431 135 6.4 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
CULLEN INVESTMENT GROUP, LTD. CIK 0000797203 0.525 181 6.3 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
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Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Stokes Family Office, LLC CIK 0001802278 0.331 272 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Phraction Management LLC CIK 0001907803 0.444 65 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BCS Wealth Management CIK 0001798172 0.420 270 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verity & Verity, LLC CIK 0001542108 0.503 138 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NerdWallet Wealth Partners, LLC CIK 0002079593 0.801 69 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creegan & Nassoura Financial Group, LLC CIK 0001631054 0.246 78 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sky Investment Group LLC CIK 0001333792 0.439 146 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JCIC Asset Management Inc. CIK 0001492040 0.574 113 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
WASHINGTON TRUST Co CIK 0001079736 0.660 296 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Cadence Bank CIK 0001299939 0.688 332 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARADIGM ASSET MANAGEMENT CO LLC CIK 0001034549 0.034 419 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADVISORY RESEARCH INC CIK 0000902584 0.478 136 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
tru Independence LLC CIK 0001785445 0.641 108 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Thomasville National Bank CIK 0001561790 0.599 241 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Hedges Asset Management LLC CIK 0001906202 0.125 108 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
Azimuth Capital Investment Management LLC CIK 0001942364 0.438 313 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
PROFFITT & GOODSON INC CIK 0001123812 0.781 294 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Janney Capital Management LLC CIK 0001569855 0.432 253 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
BSW Wealth Partners CIK 0001512601 0.641 331 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Foster Group, Inc. CIK 0001841544 0.874 318 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carr Financial Group Corp CIK 0001931232 0.441 182 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
West Financial Advisors, LLC CIK 0001843684 0.831 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brucke Financial, Inc. CIK 0002058446 0.331 175 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just UL). Qtrs Held counts distinct quarters this fund has actually held UL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its UL position size. Δ columns are the percentage-point change in UL's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status